Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven I. Fleishman is a financial professional with over 25 years of experience in the industry. He has been registered with Wolfe Research Securities since March 2013. Prior to that, Steven was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 10 years. He holds the Series 7, 24, 63, and 87 licenses. Steven's prior experience also includes time with Kidder, Peabody & Co. Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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NY
03/13/2013 - Present
Wolfe Research Securities (New York NY)
NY
10/27/2009 - 03/13/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/04/1996 - 02/06/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/20/1992 - 11/07/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 10/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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